Jared Heaton leads an organization of highly engaged associates. They are committed to helping individuals achieve their financial hopes and dreams. Jared is an SVP, Tribe Leader for the Lifetime Engagement Tribe at Fidelity Investments. The Lifetime Engagement Tribe creates strategies and programs to assist individuals navigate complex financial decisions throughout every life stage. Jared has been with Fidelity Investments over 25 years. During this time, he has held a variety of leadership roles across multiple business units. His teams have supported many for-profit and non-profit organizations as they help their employees plan for retirement.

Jared is a life-long member of the Church of Jesus Christ of Latter-day Saints and thoroughly enjoys volunteering for the church and his community. He served a two-year mission for the church in Toronto Canada from 1991-1993. Jared is committed to community service and has volunteered for the Hands on Network school transformation events and Junior Achievement of Utah events. Jared is also a former board member of the Utah Arthritis Leadership Board.

Jared studied business management and leadership at Brigham Young University earning a B.S. in Finance and an MBA. Jared has focused his career development on his two passions; leadership and personal finance. Jared is an investment advisor representative, registered securities representative, licensed insurance representative and Certified Financial Planner®.

Originally from California, he currently resides near the ocean in Hingham Massachusetts. In his free time Jared loves spending time with his wonderful wife Jody and his amazing family, Jordan, Haley (daughter in law), Dylan and Emma. They enjoy many outdoor activities together such as walking, hiking and cycling.